Benchmark Financial Wealth Advisors, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $262 Million distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $32.7M, Spdr S&P 500 ETF Trust with a value of $31.6M, Schwab Strategic Tr Intl Eqty with a value of $30.3M, Ishares Core S&P Total U.S. St with a value of $22.9M, and Pacer Fds Tr Us Cash Cows 100 with a value of $12M.
Examining the 13F form we can see an increase of $29.7M in the current position value, from $232M to 262M.
Below you can find more details about Benchmark Financial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
